Managing Organization Members

Learn how to manage members of your organization, including inviting new members, removing members, and updating member roles.

Inviting Members

Inviting members to your organization is simple. Follow the steps below to add new members.

1

Navigate to the Members Page

Go to your organization's dashboard and select the "Members" section from the sidebar.

Members Page Form
2

Click on 'Invite Member'

Click on the Invite Member button located at the top of the members list.

3

Fill in Member Details

Provide the email address of the new member and select their role (e.g., Member, Admin, or Owner).

Members Page Form
4

Send Invitation

Click the Invite button to send an invitation to the new member. They will receive an email with instructions on how to join.

Removing Members

Removing members from your organization can be done in a few steps.

1

Navigate to the Members Page

Go to your organization's dashboard and select the "Members" section from the sidebar.

Members Page Form
2

Select the Member to Remove

Locate the member you want to remove and click the Remove button next to their name.

Members Page Form
3

Confirm Removal

A confirmation dialog will appear. Confirm that you want to remove the member by clicking Remove.

Member Removal Confirmation

Updating Member Roles

You can update a member's role to change their permissions within the organization.

1

Navigate to the Members Page

Go to your organization's dashboard and select the "Members" section from the sidebar.

2

Select the Member to Update

Locate the member whose role you want to update and select their current role from the dropdown menu.

Members Page Form
3

Assign New Role

Choose the new role (e.g., Member, Admin, Owner) from the dropdown menu. The change will take effect immediately.

Next Steps

Need Help?

If you have any questions or need assistance:

Contact Support